Filed September 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GILLESPIE AND COMPANY1+ years Service code 13 · EIN 54-1467443 | Contract Administrator | $3,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,537 | $26,805-83.1% | $59,496-92.4% | $52,331-91.3% |
| Participation rate | 43.4% | 39.3%+4.0pp | 54.6%-11.2pp | 68.1%-24.7pp |
| Annual return | -2.28% | 2.61%-4.9pp | 182.05%-184.3pp | 4.54%-6.8pp |
| Employer contribution / active EE | $193 | $450-57.2% | $1,153-83.3% | $1,882-89.8% |
| Participant deferral / active EE | $515 | $916-43.9% | $1,829-71.9% | $3,022-83.0% |
| Admin fee / account holder | $30 | $305-90.2% | $2,232-98.7% | $592-95.0% |